Combined Insurance, a Chubb Company, is seeking an Account Coordinator to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!
Responsible for first level of support for the Family Security Plan (FSP) relationship. Process application data, perform preliminary underwriting review, set up of groups, and general administrative support for the FSP book of business. In addition to handling customer inquiries from FSP, FSP members, Service Center and others as required to support the FSP book of business. Complete appropriate follow-through and follow-up, and document and communicate confirmation effectively.
Responsibilities
Partner with Sr, FSP Account Coordinator to handle all new group setup and changes in setup, such as adding states to existing groups, in policy administration system(s) for FSP initiatives for all benefits offered.
Process enrollment, member changes, and general administrative tasks, including clearing all errors from administrative queues as required.
Screen and release all applications that do not have pre-existing medical conditions or do not require a review by an Underwriter.
Monitor pending business and ensure applications are reviewed within the department’s established time service standards.
Process benefit changes for the FSP block of business.
Review and process decisions on all reinstatement requests that do not require underwriting approval.
Apply knowledge of products and services to provide customer-centric outcomes.
Work with internal and external parties to research and resolve any issues and report resolution.
Handle, telephonic, written customer requests, and work item cases within defined time parameters and department SLA’s. Other projects and assigned duties.
Competencies
Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation. Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb”
Skills
Strong organizational, interpersonal and customer service skills.
Ability to multitask and complete multiple priorities on time
Strong problem-solving skills.
Ability to partner with both internal and external resources to solve issues.
Education and Experience
High School Education
0-3 years of customer service experience, preferably in insurance, financial or professional services
Strong interpersonal skills that encourage team cooperation.
Strong organizational and time management skills.
Intermediate skill using the Microsoft Office suite of products, Microsoft Outlook.
The pay range for the role is $ to The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.